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This Week: Sunshine and Roses in Telecom-land

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Manage episode 476911190 series 3296040
Content provided by Roger Entner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roger Entner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Analysts Don Kellogg and Roger Entner discuss Verizon's new guarantees and free phone offer, as well as the latest news on tariffs and their implications for carriers, consumers, and the nation as a whole.

00:53 Verizon's new guarantees may not be enough

3:00 Slowing growth indicates recession

05:16 Tariff implications for smartphones and carriers

10:36 Average Americans are under financial pressure

13:04 Uncertainty is bad for manufacturing and investing

14:55 Nevertheless, telecom remains largely recession-proof

17:13 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, tariffs, Verizon, AT&T, guarantee, retention, net adds, churn, gross adds, recession, cable, India, China, iPhone, Apple, carriers, BLS, savings, debt, Walmart, manufacturing, bonds, consumers

  continue reading

200 episodes

Artwork
iconShare
 
Manage episode 476911190 series 3296040
Content provided by Roger Entner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roger Entner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Analysts Don Kellogg and Roger Entner discuss Verizon's new guarantees and free phone offer, as well as the latest news on tariffs and their implications for carriers, consumers, and the nation as a whole.

00:53 Verizon's new guarantees may not be enough

3:00 Slowing growth indicates recession

05:16 Tariff implications for smartphones and carriers

10:36 Average Americans are under financial pressure

13:04 Uncertainty is bad for manufacturing and investing

14:55 Nevertheless, telecom remains largely recession-proof

17:13 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, tariffs, Verizon, AT&T, guarantee, retention, net adds, churn, gross adds, recession, cable, India, China, iPhone, Apple, carriers, BLS, savings, debt, Walmart, manufacturing, bonds, consumers

  continue reading

200 episodes

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